WTR Small-Cap Spotlight

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In this episode of WTR Small‑Cap Spotlight, Douglas Hineline, Tech Lead and Senior Platform Engineer at Arrive AI (NASDAQ: ARAI), joins WTR’s Tim Gerdeman and James Kisner to discuss how Arrive AI is building the infrastructure layer for autonomous last‑mile delivery. Hineline breaks down how Arrive Points—the company’s smart lockers and mini cross‑docks—act as secure exchange hubs linking drones, ground robots, couriers, retailers, and consumers. The conversation explores Arrive AI’s early traction in healthcare and campus logistics, why advances in AI, edge compute, robotics, and drone regulation are accelerating market readiness, and how the company aims to “own the last inch of the last mile” through a broader Network‑as‑a‑Service platform.

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Join WTR's Tim Gerdeman and Peter Gastreich as they unpack key takeaways from WTR's Circular Economy Symposium (Part 1 – SAF) — and lay out why investors should be paying close attention to this sector right now — including high-level feedback from conversations with Kline + Company and CEOs from leading SAF companies or their subsidiaries (AGIG, CLMT, LODE, SAFX). Topics include: the persistent expected structural gap between mandated demand and available supply; why regulatory tailwinds are potentially the most favorable the industry has ever experienced; why the Strait of Hormuz crisis is pulling long-term demand forward and reshaping the energy security case for domestic SAF; and what separates the winners from the losers — including the critical importance of feedstock strategy and how carbon intensity directly impacts the value of SAF.

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 In this episode of WTR Small Cap Spotlight, Al Petrie, Founder and Senior Partner at Al Petrie Advisors, joins Tim Gerdeman, Richard Tullis, and Jeff Robertson of Water Tower Research to preview what sets the Louisiana Energy Conference apart. They discuss the conference’s independent structure, all-panel format, broad industry reach, and why this year’s agenda—covering offshore and onshore E&P, oil services, LNG, carbon capture, infrastructure, power generation, and data center demand—offers a timely cross-section of today’s energy landscape. 
www.louisianaenergyconference.com

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John Passalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR’s Dmitry Silversteyn to break down the strategic significance of the €170M loan guarantee from a European government entity and its impact on advancing the company’s flagship Canadian project. 

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This WTR Symposium Series podcast is the first of a three-part symposium exploring investment opportunities emerging from industrial decarbonization and the circular resource economy. The first episode focuses on sustainable aviation fuel (SAF). Our keynote speaker from Kline + Company, and senior leadership from Abundia Global Impact Group (AGIG), Bioleum Corp (Comstock) (LODE), Montana Renewables (Calumet) (CLMT), and XCF Global (SAFX) join the Water Tower Research team including Shawn Severson, CEO and Co-founder, and Peter Gastreich, Managing Director - Energy and Sustainable Investing, to discuss how waste streams become jet fuel, which SAF business models generate real returns, strong regulatory tailwinds, and why energy security is rewriting the renewable fuels investment thesis. 

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Water Tower Research's healthcare equity analyst Robert Sassoon breaks down President Trump's executive order on therapeutic psychedelics, examining the five key mechanisms it puts in place — from accelerated FDA review vouchers and right-to-try expansion to federal funding and ibogaine pathway clearance. Sassoon explains what the order gets right, where it falls short (namely on reimbursement and rescheduling), and which companies — including Compass Pathways, Dephinium Therapeutics, and Helus Pharma — stand to benefit most as the sector gains its first clear federal endorsement as a legitimate therapeutic class. 

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In this episode of the WTR Small-Cap Spotlight podcast, Tal Jacobson, CEO of Perion Network (NASDAQ: PERI), joins host Tim Gerdeman and WTR's James Kisner to discuss how the repositioned, AI-native Perion is tackling fragmentation in the trillion-dollar digital ad market. Jacobson walks through Perion One — a platform that sits above ad-buying platforms like Google, YouTube, Meta, and TikTok rather than replacing them — and Outmax, the company's AI agent that applies algorithmic-trading methodology to media buying for 52 Fortune 100 companies. Because Perion owns no inventory, it can recommend shifting spend to whichever channel delivers the best outcome — an edge single-channel players can't match. The conversation covers Q4 momentum, growth in CTV, Digital Out-of-Home, and Retail Media, partnerships with Amazon, Walmart Connect, and Mastercard, and a three-year plan targeting 20%+ organic ex-TAC CAGR, 28% EBITDA margins by 2028, and $300M+ in cash.

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On this episode of the WTR Small-Cap Spotlight, Gary Atkinson, CEO of Algorhythm Holdings (NASDAQ: RIME), joins host Tim Gerdeman and WTR’s James Kisner. The discussion centers on SemiCab, the company’s AI-driven collaborative optimization platform built to reduce empty truck miles and improve freight network efficiency by turning one-off shipments into continuous, multi-stop flows. Atkinson highlights accelerating managed-services traction with major consumer brands in India, the real-world operating benefits the platform has delivered for customers, and the longer-term opportunity to expand into the U.S. through the higher-margin APEX SaaS offering. The conversation also covers growth milestones for 2026, the advantages of the company’s asset-light model, and how management is thinking about scaling the business while funding continued expansion.

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In this special edition of the WTR Small‑Cap Spotlight Flashcast, Water Tower Research CEO and Co‑Founder Shawn Severson previews the WTR Insights Virtual Conference, April 14–15. The two‑day event features 24 small‑ and micro‑cap companies across ALL WTR research sectors. These companies represent more than $5.5B in combined market cap and will give investors direct access to C-Suite management through fireside chats,  one‑on‑one and small group meetings. Severson explains what sets this conference apart: analyst‑led conversations focused on strategy, competitive positioning, and the business drivers that matter. He also covers the open‑access format, available company primers, and how investors can follow up after the event.

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On this episode of the WTR Small‑Cap Spotlight, James Kisner, Technology Analyst at Water Tower Research, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to discuss the latest insights from WTR’s suite of AI research products. Kisner walks through key themes from the newest AI Flow Newsletter, describing what he calls a “whiplash” month — from viral bear‑case essays and a 4,000‑person layoff explicitly citing AI, to OpenAI’s record‑breaking $110B capital raise and the Pentagon’s unprecedented supply‑chain risk designation for Anthropic.

He also breaks down the AI Flow Index, which tracks the stock performance of roughly 400 public companies and shows a striking five‑month divergence: semiconductors up nearly 60% since launch while software has declined about 26%. Kisner then introduces the new AI Flow Private Pools Newsletter, which tracks approximately 45 private AI companies with a combined market value of about $1.73 trillion, highlighting notable valuation shifts — including Anthropic’s standout $92 billion single‑month gain.